David Weise & Associates Inc
Plan context: David Weise & Associates Inc
EIN 20-2629652 • Encino, CA • 15 filings • 5 plans
Current Snapshot
Latest Year
2019
2019 Participants
114
2019 Assets
$5,051,013
2019 Contributions
$87,610
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $87,610 | - |
| David Weise & Associates Inc | - | 0 | - | $87,610 | - |
| 2018 | 1 | 114 | $5,051,013 | $671,368 | $5,889iApproximate average salary by contribution assumption: employee only about $147,230 at 4% or $98,153 at 6%; with 50% employer match about $98,153 at 4% or $65,435 at 6%; with 100% employer match about $73,615 at 4% or $49,077 at 6%. |
| David Weise & Associates Inc | - | 114 | $5,051,013 | $671,368 | $5,889iApproximate average salary by contribution assumption: employee only about $147,230 at 4% or $98,153 at 6%; with 50% employer match about $98,153 at 4% or $65,435 at 6%; with 100% employer match about $73,615 at 4% or $49,077 at 6%. |
| 2017 | 1 | 116 | $4,947,887 | $806,986 | $6,957iApproximate average salary by contribution assumption: employee only about $173,919 at 4% or $115,946 at 6%; with 50% employer match about $115,946 at 4% or $77,298 at 6%; with 100% employer match about $86,960 at 4% or $57,973 at 6%. |
| David Weise & Associates Inc | - | 116 | $4,947,887 | $806,986 | $6,957iApproximate average salary by contribution assumption: employee only about $173,919 at 4% or $115,946 at 6%; with 50% employer match about $115,946 at 4% or $77,298 at 6%; with 100% employer match about $86,960 at 4% or $57,973 at 6%. |
| 2016 | 1 | 126 | $3,935,438 | $805,076 | $6,389iApproximate average salary by contribution assumption: employee only about $159,737 at 4% or $106,492 at 6%; with 50% employer match about $106,492 at 4% or $70,994 at 6%; with 100% employer match about $79,869 at 4% or $53,246 at 6%. |
| David Weise & Associates Inc | - | 126 | $3,935,438 | $805,076 | $6,389iApproximate average salary by contribution assumption: employee only about $159,737 at 4% or $106,492 at 6%; with 50% employer match about $106,492 at 4% or $70,994 at 6%; with 100% employer match about $79,869 at 4% or $53,246 at 6%. |
| 2015 | 1 | 114 | $3,013,490 | $454,244 | $3,985iApproximate average salary by contribution assumption: employee only about $99,615 at 4% or $66,410 at 6%; with 50% employer match about $66,410 at 4% or $44,273 at 6%; with 100% employer match about $49,807 at 4% or $33,205 at 6%. |
| David Weise & Associates Inc | - | 114 | $3,013,490 | $454,244 | $3,985iApproximate average salary by contribution assumption: employee only about $99,615 at 4% or $66,410 at 6%; with 50% employer match about $66,410 at 4% or $44,273 at 6%; with 100% employer match about $49,807 at 4% or $33,205 at 6%. |
| 2014 | 1 | 103 | $2,815,010 | $421,144 | $4,089iApproximate average salary by contribution assumption: employee only about $102,219 at 4% or $68,146 at 6%; with 50% employer match about $68,146 at 4% or $45,431 at 6%; with 100% employer match about $51,110 at 4% or $34,073 at 6%. |
| David Weise & Associates Inc | - | 103 | $2,815,010 | $421,144 | $4,089iApproximate average salary by contribution assumption: employee only about $102,219 at 4% or $68,146 at 6%; with 50% employer match about $68,146 at 4% or $45,431 at 6%; with 100% employer match about $51,110 at 4% or $34,073 at 6%. |
| 2013 | 1 | 125 | $2,504,968 | $403,305 | $3,226iApproximate average salary by contribution assumption: employee only about $80,661 at 4% or $53,774 at 6%; with 50% employer match about $53,774 at 4% or $35,849 at 6%; with 100% employer match about $40,331 at 4% or $26,887 at 6%. |
| David Weise & Associates Inc | - | 125 | $2,504,968 | $403,305 | $3,226iApproximate average salary by contribution assumption: employee only about $80,661 at 4% or $53,774 at 6%; with 50% employer match about $53,774 at 4% or $35,849 at 6%; with 100% employer match about $40,331 at 4% or $26,887 at 6%. |
| 2012 | 1 | 105 | $1,957,658 | $397,861 | $3,789iApproximate average salary by contribution assumption: employee only about $94,729 at 4% or $63,153 at 6%; with 50% employer match about $63,153 at 4% or $42,102 at 6%; with 100% employer match about $47,364 at 4% or $31,576 at 6%. |
| David Weise & Associates Inc | - | 105 | $1,957,658 | $397,861 | $3,789iApproximate average salary by contribution assumption: employee only about $94,729 at 4% or $63,153 at 6%; with 50% employer match about $63,153 at 4% or $42,102 at 6%; with 100% employer match about $47,364 at 4% or $31,576 at 6%. |
| 2011 | 1 | 104 | $1,641,962 | $293,943 | $2,826iApproximate average salary by contribution assumption: employee only about $70,659 at 4% or $47,106 at 6%; with 50% employer match about $47,106 at 4% or $31,404 at 6%; with 100% employer match about $35,330 at 4% or $23,553 at 6%. |
| David Weise & Associates Inc | - | 104 | $1,641,962 | $293,943 | $2,826iApproximate average salary by contribution assumption: employee only about $70,659 at 4% or $47,106 at 6%; with 50% employer match about $47,106 at 4% or $31,404 at 6%; with 100% employer match about $35,330 at 4% or $23,553 at 6%. |
| 2010 | 1 | 106 | $1,516,805 | $273,626 | $2,581iApproximate average salary by contribution assumption: employee only about $64,534 at 4% or $43,023 at 6%; with 50% employer match about $43,023 at 4% or $28,682 at 6%; with 100% employer match about $32,267 at 4% or $21,511 at 6%. |
| David Weise & Associates Inc | - | 106 | $1,516,805 | $273,626 | $2,581iApproximate average salary by contribution assumption: employee only about $64,534 at 4% or $43,023 at 6%; with 50% employer match about $43,023 at 4% or $28,682 at 6%; with 100% employer match about $32,267 at 4% or $21,511 at 6%. |
| 2009 | 1 | 80 | $1,126,413 | $275,047 | $3,438iApproximate average salary by contribution assumption: employee only about $85,952 at 4% or $57,301 at 6%; with 50% employer match about $57,301 at 4% or $38,201 at 6%; with 100% employer match about $42,976 at 4% or $28,651 at 6%. |
| David Weise & Associates Inc | - | 80 | $1,126,413 | $275,047 | $3,438iApproximate average salary by contribution assumption: employee only about $85,952 at 4% or $57,301 at 6%; with 50% employer match about $57,301 at 4% or $38,201 at 6%; with 100% employer match about $42,976 at 4% or $28,651 at 6%. |
| 2008 | 1 | 68 | $675,399 | $425,544 | $6,258iApproximate average salary by contribution assumption: employee only about $156,450 at 4% or $104,300 at 6%; with 50% employer match about $104,300 at 4% or $69,533 at 6%; with 100% employer match about $78,225 at 4% or $52,150 at 6%. |
| David Weise & Associates Inc | - | 68 | $675,399 | $425,544 | $6,258iApproximate average salary by contribution assumption: employee only about $156,450 at 4% or $104,300 at 6%; with 50% employer match about $104,300 at 4% or $69,533 at 6%; with 100% employer match about $78,225 at 4% or $52,150 at 6%. |
| 2007 | 1 | 54 | $0 | $0 | - |
| David Weise & Associates Inc | - | 54 | - | - | - |
| 2006 | 1 | 47 | $508,763 | $240,447 | $5,116iApproximate average salary by contribution assumption: employee only about $127,897 at 4% or $85,265 at 6%; with 50% employer match about $85,265 at 4% or $56,843 at 6%; with 100% employer match about $63,949 at 4% or $42,632 at 6%. |
| David Weise & Associates Inc | - | 47 | $508,763 | $240,447 | $5,116iApproximate average salary by contribution assumption: employee only about $127,897 at 4% or $85,265 at 6%; with 50% employer match about $85,265 at 4% or $56,843 at 6%; with 100% employer match about $63,949 at 4% or $42,632 at 6%. |
| 2005 | 1 | 44 | $244,690 | $238,943 | $5,431iApproximate average salary by contribution assumption: employee only about $135,763 at 4% or $90,509 at 6%; with 50% employer match about $90,509 at 4% or $60,339 at 6%; with 100% employer match about $67,882 at 4% or $45,254 at 6%. |
| David Weise & Associates Inc | - | 44 | $244,690 | $238,943 | $5,431iApproximate average salary by contribution assumption: employee only about $135,763 at 4% or $90,509 at 6%; with 50% employer match about $90,509 at 4% or $60,339 at 6%; with 100% employer match about $67,882 at 4% or $45,254 at 6%. |